Plan Snapshot
- Plan Sponsor: Area Agency On Aging Of Northwest Arkansas, INC.
- Sponsor EIN: 710521887
- Sponsor Address: PO BOX 1795, HARRISON, AR, 726021795
- Plan Type: DC
- Total Participants: 132
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 132 | $4.9M | $152,866 | $239,897 |
| 2023 | 378 | $4.4M | $171,190 | $245,893 |
| 2022 | 374 | $3.8M | $153,818 | $217,990 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LANDMARK PLC, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK PLC, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $38,322 | $18,638 | — | — | — |
| 2023 | $36,646 | $12,073 | $11,655 | — | — |
| 2022 | $41,775 | $16,821 | $24,954 | — | — |